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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,445 | $202,342-76.1% | $172,752-72.0% | $152,897-68.3% |
| Participation rate | 25.0% | 87.1%-62.1pp | 82.6%-57.6pp | 82.5%-57.5pp |
| Annual return | 12.83% | 1029.83%-1017.0pp | 802.97%-790.1pp | 345.43%-332.6pp |
| Employer contribution / active EE | $1,567 | $5,858-73.3% | $5,144-69.5% | $4,764-67.1% |
| Participant deferral / active EE | $2,497 | $5,948-58.0% | $5,198-52.0% | $5,851-57.3% |
| Admin fee / account holder | $39 | $17,111-99.8% | $13,955-99.7% | $11,599-99.7% |